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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,695 | $175,259-97.3% | $149,723-96.9% | $139,487-96.6% |
| Participation rate | 45.5% | 83.4%-37.9pp | 78.8%-33.3pp | 80.3%-34.9pp |
| Annual return | 50.40% | 166.82%-116.4pp | 134.50%-84.1pp | 373.84%-323.4pp |
| Employer contribution / active EE | $1,004 | $5,478-81.7% | $4,821-79.2% | $4,755-78.9% |
| Participant deferral / active EE | $1,952 | $6,522-70.1% | $5,682-65.6% | $6,713-70.9% |
| Admin fee / account holder | $821 | $16,158-94.9% | $13,215-93.8% | $11,407-92.8% |